Morningstar

Signature CIO Growth Fund AU C USD Acc


LU2485621705
  • NAV / 1-Day Return
  • Total Assets
    164.5 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio
    —
  • Fee Level
    Below Average
  • Load
    5.00%
  • Category
    EAA Fund USD Aggressive Allocation
  • Investment Style
    Large Blend
  • Credit Quality / Interest Rate Sensitivity
    —
  • Status
    Open
  • SEC Yield / TTM Yield
    — / 0.00%
  • Turnover
    —

Performance

Growth of 10,000

  • Index
    15,061
  • Investment
    14,116
  • Category
    13,613
    • Growth
Show Interactive Chart
A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 YTD
Manager Change : Full Partial
Total Return % 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 YTD
Investment — — — — — — — — 13.35 12.83 3.33
Category -3.60 3.94 15.67 -8.96 18.56 9.27 11.74 -14.69 12.32 10.56 —
Index -1.60 6.94 20.50 -8.25 22.17 13.36 13.51 -15.58 18.48 12.69 —
Quartile Rank — — — — — — — —
Percentile Rank — — — — — — — — 40 23 42
# of Invest. in Cat. 225 228 273 296 320 352 389 473 523 499 —
Category Name
—
—
—
—
—
—
—
EU0693 EAA Fund USD Aggressive Allocation
EU0693 EAA Fund USD Aggressive Allocation
EU0693 EAA Fund USD Aggressive Allocation
EU0693 EAA Fund USD Aggressive Allocation
USD |
YTD Investment as of Feb 06, 2025 |
Category: USD Aggressive Allocation as of Feb 07, 2025
| Index: Morningstar EAA USD Agg Tgt Alloc NR USD as of Feb 07, 2025
| Italics indicate Extended Performance. Extended performance is an estimate based on the performance of the investment's oldest share class, adjusted for fees.

Trailing Returns

Total Return %
1-Day
1-Week
1-Month
3-Month
YTD
1-Year
3-Year
5-Year
10-Year
15-Year
Earliest Available
Investment 0.41 1.22 1.89 2.13 3.33 15.60 — — — — 15.77
Category — — — — — — — — — — —
Index — — — — — — — — — — —
Quartile Rank—————
Percentile Rank 57 1 83 55 42 22 — — — — —
# of Invest. in Cat. 136 136 135 126 135 115 101 62 30 17 —
USD |
Investment return as of Feb 06, 2025 |
Category: USD Aggressive Allocation as of Feb 07, 2025 |
Index: Morningstar EAA USD Agg Tgt Alloc NR USD as of Feb 07, 2025 |
Earliest Available Sep 30, 2022 |
Time periods greater than 1 year are annualized

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